SWA

Sutton Wealth Advisors’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$34.1K	Hold	472	–	–	0.02%	275
2023 Q2	$35.4K	Hold	472	–	–	0.02%	271
2023 Q1	$33.8K	Hold	472	–	–	0.02%	245
2022 Q4	$32.2K	Hold	472	–	–	0.01%	525
2022 Q3	$29.7K	Hold	472	–	–	0.01%	530
2022 Q2	$30.1K	Hold	472	–	–	0.01%	529
2022 Q1	$36.5K	Hold	472	–	–	0.01%	505
2021 Q4	$40.2K	Hold	472	–	–	0.01%	487
2021 Q3	$37.4K	Hold	472	–	–	0.01%	486
2021 Q2	$38.2K	Hold	472	–	–	0.01%	484
2021 Q1	$37K	Hold	472	–	–	0.01%	481
2020 Q4	$34.1K	Buy	472 +354	+300%	+$25.6K	0.01%	463
2020 Q3	$28.2K	Hold	118	–	–	0.01%	448
2020 Q2	$26.4K	Hold	118	–	–	0.01%	458
2020 Q1	$21.1K	Hold	118	–	–	0.01%	466
2019 Q4	$28.1K	Hold	118	–	–	0.01%	480
2019 Q3	$26.4K	Hold	118	–	–	0.01%	488
2019 Q2	$26.7K	Hold	118	–	–	0.02%	488
2019 Q1	$25.9K	Hold	118	–	–	0.02%	494
2018 Q4	$22.6K	Hold	118	–	–	0.01%	489
2018 Q3	$27.5K	Buy	118 +35	+42%	+$8.15K	0.02%	474
2018 Q2	$18.7K	Hold	83	–	–	0.01%	616
2018 Q1	$18.1K	Hold	83	–	–	0.01%	611
2017 Q4	$17.9K	Hold	83	–	–	0.01%	589
2017 Q3	$16.8K	Hold	83	–	–	0.01%	595
2017 Q2	$16.3K	Hold	83	–	–	0.01%	598
2017 Q1	$15.8K	Hold	83	–	–	0.01%	591
2016 Q4	$15.1K	Hold	83	–	–	0.01%	581
2016 Q3	$14.5K	Hold	83	–	–	0.01%	557
2016 Q2	$14K	Hold	83	–	–	0.01%	542
2016 Q1	$13.5K	Buy	+83	New	+$13.5K	0.01%	536